Edison International (EIX)vsCompanhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR (SBS)
EIX
Edison International
$69.49
+2.28%
UTILITIES · Cap: $26.15B
SBS
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR
$33.63
+2.09%
UTILITIES · Cap: $118.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR generates 97% more annual revenue ($38.09B vs $19.32B). EIX leads profitability with a 23.1% profit margin vs 22.2%. SBS appears more attractively valued with a PEG of 0.47. EIX earns a higher WallStSmart Score of 85/100 (A).
EIX
Exceptional Buy85
out of 100
Grade: A
SBS
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.6%
Fair Value
$79.41
Current Price
$69.49
$9.92 discount
Margin of Safety
-3.2%
Fair Value
$28.67
Current Price
$33.63
$4.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Strong operational efficiency at 35.9%
Revenue surging 30.8% year-over-year
Earnings expanding 446.3% YoY
Every $100 of equity generates 24 in profit
Keeps 23 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 34.6%
Revenue surging 43.9% year-over-year
Earnings expanding 87.2% YoY
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Grey zone — moderate risk
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : EIX
The strongest argument for EIX centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 23.1% and operating margin at 35.9%. Revenue growth of 30.8% demonstrates continued momentum.
Bull Case : SBS
The strongest argument for SBS centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 22.2% and operating margin at 34.6%. Revenue growth of 43.9% demonstrates continued momentum.
Bear Case : EIX
The primary concerns for EIX are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.42 is elevated, increasing financial risk.
Bear Case : SBS
The primary concerns for SBS are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 67.2x leaves little room for execution misses.
Key Dynamics to Monitor
EIX carries more volatility with a beta of 0.77 — expect wider price swings.
SBS is growing revenue faster at 43.9% — sustainability is the question.
EIX generates stronger free cash flow (-319M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EIX scores higher overall (85/100 vs 77/100), backed by strong 23.1% margins and 30.8% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Edison International
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Edison International is a public utility holding company based in Rosemead, California. Its subsidiaries include Southern California Edison, and unregulated non-utility business assets Edison Energy.
Visit Website →Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR
UTILITIES · UTILITIES - REGULATED WATER · USA
Companhia de Saneamento Basico do Estado de So Paulo - SABESP provides water and sewerage services to residential, commercial, industrial and government clients. The company is headquartered in So Paulo, Brazil.
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